The key to managing risk is avoiding undesirable outcomes; so if a business can identify ways to lose with AI, the odds of gaining competitive advantage using it go up.

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Tamarack Technology has joined the Salesforce Consulting Partner program. As a network partner, Tamarack has access to the tools, training and marketplace resources necessary to help its customers improve and expand their use of the Salesforce technology.

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Tamarack Technology, Inc., and Missouri-based Vision Commerce, a Constellation Financial Software company, have formed a strategic partnership to help equipment finance companies and brokers make better use of the data generated by their business to elevate competitive advantages and expand customer offering through digital transformation.

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On February 15, I shared insights with members of the American Association of Commercial Finance Brokers (AACFB) on how to “Get ahead with data.” AACFB’s Monica Harper hosted Allen Jones of Copernicus and me for a discussion regarding data-centric technologies that can help brokers improve operations, grow faster, and transform into companies with broader offerings.

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One of the oldest and most common business plans in equipment finance is the broker-to-lessor transformation and goes like this: establish one’s brand as a finance broker, build customer and lender relationships, grow the business to the point where one can secure funding for the paper and become a lessor. One could say it’s a straightforward three-step process.

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The Amazon Prime television show “The Marvelous Mrs. Maisel” recently re-introduced me to concept of matchmakers. The show’s plotline begins with Mrs. Maisel’s mother, Rose, launching a business as a New York City matchmaker. This intrigued me because the challenges she faced seemed very much like those I have come to understand working with and around brokers in equipment finance.

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